Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Citigroup Inc. 8.125% Due 07-15-2039 in their Schedule of Assets, totaling $20.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $3.4M |
| 2 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $3.4M |
| 3 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN |
MILWAUKEE WI |
| 829 |
| $753.7M |
| $3.0M |
| 4 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $2.8M |
| 5 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $2.1M |
| 6 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $1.7M |
| 7 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $1.6M |
| 8 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $1.5M |
| 9 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $361K |
| 10 | JONES DAY JONES DAY DEFINED BENEFIT MASTER TRUST | CLEVELAND OH | — | $1.2B | $257K |
